{
  "crd_number": 332727,
  "slug": "bold-management-advisors-llc-santa-monica-ca-332727",
  "primary_business_name": "BOLD MANAGEMENT ADVISORS, LLC",
  "legal_name": "BOLD MANAGEMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Santa Monica",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "31080",
  "metro": {
    "cbsa_code": "31080",
    "common_name": "Los Angeles",
    "msa_name": "Los Angeles-Long Beach-Anaheim, CA",
    "path": "/advisors/ca/los-angeles"
  },
  "registration_type": "exempt",
  "registration_status": "ERA - Active",
  "registration_date": "2024-10-04",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-06-04",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": null,
  "advisory_employees": null,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [],
  "advisory_activities": [],
  "wrap_fee_participant": null,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://boldcapitalpartners.com",
    "https://linkedin.com/company/boldcapitalpartners.com",
    "https://twitter.com/boldcapitalvc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332727",
  "city_as_filed": "SANTA MONICA",
  "url": "https://advisorcensus.com/firm/bold-management-advisors-llc-santa-monica-ca-332727",
  "display_name": "Bold Management Advisors, LLC",
  "summary": "Bold Management Advisors, LLC is an exempt reporting adviser in Santa Monica, CA, filing reports since 2024. Exempt reporting advisers do not report regulatory assets under management on Form ADV.",
  "citation": "AdvisorCensus. Bold Management Advisors, LLC (CRD 332727): Form ADV filing data as of October 2026.",
  "registration_type_label": "Exempt reporting adviser",
  "compensation_labels": [],
  "advisory_activity_labels": [],
  "quick_answers": [
    {
      "q": "Where is Bold Management Advisors, LLC located?",
      "a": "Bold Management Advisors, LLC's principal office is in Santa Monica, CA, according to its Form ADV."
    },
    {
      "q": "How does Bold Management Advisors, LLC report to regulators?",
      "a": "Bold Management Advisors, LLC is an exempt reporting adviser, filing reports since 2024. Exempt reporting advisers file a shorter Form ADV. Status as filed: ERA - Active. CRD 332727."
    },
    {
      "q": "Does Bold Management Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/332727"
    }
  ],
  "filing_history": [
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2026-06-04"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/bold-management-advisors-llc-santa-monica-ca-332727.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/332727",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}